Price
No data yet.
Social Signal Score
Analyst Ratings
38 analystsRevenue
$4.25B+92.91%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Gregory C. Case
- Sector
- Financial Services
- Industry
- Insurance - Brokers
- Employees
- 60,000
- Beta
- 0.66
- Country
- IE
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 1.50
Financials
Revenue
$4.25B+92.9%Net Income
$551.00M+72.7%EBITDA
$700.00M+52.2%Free Cash Flow
$483.00M-27.0%EPS (diluted)
$2.59+119.5%Shares Outstanding (diluted)
214.60M-20.4%Operating Expenses
$0.00Cash & Debt
$1.27BReturn of Capital
$775.00MRevenue by Segment (annual)
$17.20BDividend per Share
$0.82Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $17.18B | $3.69B | $17.13 |
| 2024 | $15.70B | $2.65B | $12.55 |
| 2023 | $13.38B | $2.56B | $12.60 |
| 2022 | $12.48B | $2.59B | $12.23 |
| 2021 | $12.19B | $1.25B | $5.59 |
| 2020 | $11.07B | $1.97B | $8.49 |
| 2019 | $11.01B | $1.53B | $6.42 |
| 2018 | $10.77B | $1.13B | $4.62 |
| 2017 | $10.00B | $1.23B | $4.74 |
| 2016 | $9.41B | $1.40B | $5.21 |
| 2015 | $9.48B | $1.39B | $4.93 |
| 2014 | $12.04B | $1.40B | $4.73 |
| 2013 | $11.81B | $1.11B | $3.57 |
| 2012 | $11.51B | $993.00M | $3.03 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AON's reported EPS growth of 14.3% a year over 13 years.
- EPS in 5 years
- $33.51
- Implied price
- $703.76
- Return from $269.45
- 21.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $349.89 — today's price is already 23.0% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 15 | 18 | 21 | 24 | 27 |
|---|---|---|---|---|---|
| 4.3% | 3.4% | 7.2% | 10.6% | 13.6% | 16.3% |
| 9.3% | 8.3% | 12.4% | 15.9% | 19.0% | 21.8% |
| 14.3% | 13.3% | 17.5% | 21.2% | 24.4% | 27.4% |
| 19.3% | 18.2% | 22.6% | 26.5% | 29.9% | 33.0% |
| 24.3% | 23.2% | 27.8% | 31.8% | 35.3% | 38.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
65+30.00%Social Signal Score
Mentions (24)
- Newszacks.com·7d ago·Neutral
AON Broadens Energy Risk Offerings With Power Lifecycle Launch Aon expands energy-risk reach with a Power Lifecycle Program offering coordinated coverage from construction through early operations for gas power projects.
View source ↗ - Newsprnewswire.com·8d ago·Negative
…p to $2.5 billion in coverage across construction and operations for utility and digital infrastructure clients DUBLIN, Sept. 28, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced the launch of its Power Lifecycle Program (PLP), a new integrated insurance solution designed to support conventional gas power projects from construction through testing, commissioning and into operations.
View source ↗ - Newsprnewswire.com·14d ago·Neutral
Aon Appoints Jane Drummond as Global Chief Commercial Officer DUBLIN, Sept. 22, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that Jane Drummond has been appointed Global Chief Commercial Officer, effective January 1, 2027.
View source ↗ - Newsfool.com·20d ago·Positive
Aon Chairman Lester Knight Buys 20,000 Shares for $6.5 Million. What Does This Mean for Investors? The purchase involved 20,000 shares for a total value of ~$6.5 million based on execution prices as of September 2, 2026. The transaction size represents 7% of the total equity stake held by the director prior to this filing.
View source ↗ - Newszacks.com·20d ago·Neutral
AON's USI Deal Drives $13.5B Bond Offering, Draws $65B in Orders Aon's $13.5B bond sale for its $17B USI acquisition draws about $65B in orders, tightening pricing despite higher borrowing costs and a difficult market.
View source ↗ - Newsseekingalpha.com·25d ago·Positive
Aon plc (AON) Presents at KBW Insurance Conference 2026 Transcript Aon plc (AON) Presents at KBW Insurance Conference 2026 Transcript
View source ↗ - Newsprnewswire.com·32d ago·Neutral
Aon to Speak at the KBW Insurance Conference DUBLIN, Sept. 3, 2026 /PRNewswire/ -- Greg Case, Chief Executive Officer of Aon plc (NYSE: AON), a leading global professional services firm, will speak at the KBW Insurance Conference in New York on Thursday, September 10, in a session that begins at 1:35 PM ET.
View source ↗ - Newszacks.com·34d ago·Negative
Aon's $17 Billion USI Deal: A Costly Bet on Middle-Market Growth Aon's $17B USI acquisition expands its middle-market reach and specialty capabilities, but adds debt and puts execution under pressure.
View source ↗ - Newsseekingalpha.com·35d ago·Positive
Aon plc (AON) M&A Call Transcript Aon plc (AON) M&A Call Transcript
View source ↗ - Newsmarketbeat.com·35d ago·Negative
Aon's $17B USI Deal Targets Middle-Market Insurance Dominance AON NYSE: AON said it has entered a definitive agreement to acquire U.S. middle-market insurance broker USI in an all-cash transaction valued at approximately $17 billion, or $16.7 billion net of certain tax attributes. The company expects the deal to close in the fourth quarter of 2026, subject to regulatory approvals and customary closing conditions.
View source ↗ - Newsproactiveinvestors.com·35d ago·Neutral
Aon expands mid-market reach with $17 billion USI deal Aon PLC (NYSE:AON) has agreed to acquire insurance brokerage USI from KKR for $17 billion including debt, the companies said Monday, as Aon expands its reach among medium-sized businesses. USI provides risk management, health insurance and retirement plan services for businesses and individuals, and reports about $3 billion in annual revenue.
View source ↗ - Newscnbc.com·36d ago·Neutral
Aon CEO says insurance broker seeks to build 'premiere middle market platform' with purchase of rival USI Aon announced Monday it will purchase rival USI from private equity firm KKR. The deal, which Aon said will be financed through new debt, is expected to close in the fourth quarter, subject to regulatory approvals.
View source ↗ - Newsprnewswire.com·36d ago·Neutral
…ive to adjusted EPS in 2028 Aon to host conference call to discuss transaction on August 31, 2026, at 8:00 AM ET DUBLIN, Aug. 31, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced the signing of a definitive agreement to acquire USI from KKR and other shareholders for a total purchase price of $17.0 billion. The transaction establishes the premier platform in the large and growing U.S. middle-market segment, building on the success of Aon's ac…
View source ↗ - Newsnypost.com·36d ago·Neutral
Aon close to acquiring USI Insurance from KKR in $17B deal: report The deal could be announced as early as Monday, the report said.
View source ↗ - Newscnbc.com·36d ago·Positive
Aon nears $17 billion deal to buy insurance broker USI, WSJ reports Aon is nearing a roughly $17 billion acquisition of insurance broker USI from KKR, according to The Wall Street Journal. An agreement could be announced as soon as Monday, the Journal reported.
View source ↗ - Newsreuters.com·36d ago·Neutral
Aon close to acquiring USI Insurance from KKR in $17 billion deal, WSJ reports Aon Plc is close to an agreement to acquire insurance brokerage USI Insurance Services from private equity firm KKR for about $17 billion, including debt, the Wall Street Journal reported on Sunday, citing people familiar with the matter.
View source ↗ - Newswsj.com·36d ago·Neutral
Aon Nears Roughly $17 Billion Deal for Insurance Brokerage USI Private-equity giant KKR has owned USI Insurance since 2017.
View source ↗ - Newszacks.com·45d ago·Neutral
AON Sees No Relief From Health-Cost Inflation: WTW, UNH & CNC in Focus Aon expects U.S. employer health-care costs to rise 9.5% in 2027, intensifying pressure on benefits budgets and demand for cost-management services.
View source ↗ - Newsprnewswire.com·47d ago·Neutral
…e is expected to spend nearly $5,300 on health care in 2026, reflecting continued pressure on household budgets CHICAGO, Aug. 20, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, revealed today that U.S. employer health care costs are projected to rise 9.5%* in 2027, pushing average costs above $19,000 per employee. U.S. employer health care costs are projected to rise 9.5% in 2027, pushing average costs above $19,000 per employee.
View source ↗ - Newsprnewswire.com·48d ago·Negative
…rowth Officer of the Middle Market for North America Mike Goldman and Ed O'Malley appointed Vice Chairmen of NFP DUBLIN, Aug. 19, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced Doug Hammond will transition from CEO of NFP to Global Executive Chairman of Aon's middle market segment, including NFP. Effective immediately and reporting to Aon President and CEO Greg Case, Doug will guide the firm's middle market strategy and the continued develo…
View source ↗ - Newszacks.com·48d ago·Neutral
How AON Taps Rising M&A Activity With New $200M Sidecar X AON's new Sidecar X offers $200 million in capacity, faster execution and a 10% premium discount as M&A activity rises.
View source ↗ - Newsprnewswire.com·49d ago·Neutral
Aon Announces CFO Transition - Nadin Virani appointed Interim CFO- Reaffirms full-year 2026 financial guidance DUBLIN, Aug. 17, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that Edmund Reese will transition from his role as Executive Vice President and Chief Financial Officer, effective immediately, to pursue opportunities outside the firm. Aon appointed Nadin Virani as Interim CFO, effective immediately, and Reese will serve as senior …
View source ↗ - Newszacks.com·52d ago·Positive
WTW Stock Surges 34.5% in Three Months: What Should Investors Do Now? Willis Towers Watson's organic growth, specialty insurance expansion, AI-driven efficiencies and strong cash flow support earnings, while competition and softer rates remain risks.
View source ↗ - Newsseekingalpha.com·56d ago·Neutral
Aon: Fundamentally Strong, But Needs To Become Cheaper Aon Plc remains a fundamentally strong insurance broker but is currently too expensive for value-oriented investors. AON's premium valuation (19-22x P/E) is not justified by its modest organic growth (~5%) and sub-1% dividend yield. Recent results highlight structural growth limitations, pressured margins, and client retention headwinds, despite temporary merger-driven boosts.
View source ↗
Earnings
Fri, Oct 30(in 3 weeks)
Consensus estimate $3.33 per share
Typical surprise +2.1% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$3.81 vs $3.80beat
- Fri, May 1$6.48 vs $6.37beat
- Fri, Jan 30$4.85 vs $4.75beat
- Fri, Oct 31$3.05 vs $2.91beat
- Fri, Jul 25$3.49 vs $3.40beat
- Fri, Apr 25$5.67 vs $6.01miss
Estimates and results for AON via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AON officers and directors.
- Bought
- $6.5m
- Sold
- $4.7m
6 trades
9 trades
- Knight Lester Bbought
- Knight Lester Bbought
- Knight Lester Bbought
- Knight Lester Bbought
- Knight Lester Bbought
- Knight Lester Bbought
- Zeidel Darrensold
- Zeidel Darrensold
85 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (35d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (16d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (37d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (29d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (24d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (29d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (29d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (29d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (29d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 11, 2025 (15d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (4d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Sep 12, 2025 (17d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 9, 2025 (23d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (46d later)Sell$15,001 - $50,000
- Thomas Keanhouse · NJ07 · disclosed Jun 18, 2025 (22d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 15, 2025 (31d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.